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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1076
Regions Financial Corp
Regions Financial Corp
Alabama
$0 -$278K 0 – Closed
1077
RMC
Resources Management Corp
Connecticut
$0 $0 0 – Closed
1078
RFM
Royal Fund Management
Florida
$0 -$6K 0 – Closed
1079
SFSIG
San Francisco Sentry Investment Group
California
$0 -$3K 0 – Closed
1080
Savant Capital
Savant Capital
Illinois
$0 -$45K 0 – Closed
1081
SCCM
Schafer Cullen Capital Management
New York
$0 -$368K 0 – Closed
1082
SWM
Selective Wealth Management
Virginia
$0 $0 1 0% Maintained
1083
SC
Skylands Capital
Wisconsin
$0 -$228K 0 – Closed
1084
SMFS
Squar Milner Financial Services
California
$0 -$108K 0 – Closed
1085
TCM
TD Capital Management
Tennessee
$0 $0 1 0% Maintained
1086
TL
TrueWealth LLC
Georgia
$0 $0 1 0% Maintained
1087
TC
TwinBeech Capital
New York
$0 -$2.9M 0 – Closed
1088
Twin Tree Management
Twin Tree Management
Texas
$0 -$6.56M 0 – Closed
1089
TSS
Two Sigma Securities
New York
$0 -$279K 0 – Closed
1090
UBS O'Connor
UBS O'Connor
Illinois
$0 -$4.17M 0 – Closed
1091
VDBMI
Van Den Berg Management I
Texas
$0 -$1.35M 0 – Closed
1092
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$0 -$19M 0 – Closed
1093
Walleye Capital
Walleye Capital
New York
$0 -$1.41M 0 – Closed
1094
Washington Trust
Washington Trust
Rhode Island
$0 -$12K 0 – Closed
1095
WQ
Wealth Quarterback
New Jersey
$0 -$23K 0 – Closed
1096
William Blair Investment Management
William Blair Investment Management
Illinois
$0 -$4.74M 0 – Closed
1097
Wolverine Asset Management
Wolverine Asset Management
Illinois
$0 -$74.3K 0 – Closed